Difference between revisions of "How do I remove a user?"

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(New page: {{Review}}{{Incomplete}} == Summary == The following article explains How to remove a user from your Platinum system. {{Note|title=PLEASE NOTE|text=It is important to make sure the user...)
 
 
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{{Review}}{{Incomplete}}
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== Summary ==
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This article explains how to delete a user from your Platinum system. This should only be used to delete a user record created in error.
  
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== Summary ==
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{{Warning|text=We do not recommend deleting user records as they are logged against transactions throughout the system.}}
  
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The following article explains How to remove a user from your Platinum system.
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== More Information ==
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This process should only be used to remove a record created in error. To deactivate a user record for a leaver please see [[How do I deactivate a user?|this]] article.
  
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{{Note|title=PLEASE NOTE|text=It is important to make sure the user has been de-activated for at least 6 months before they are removed from the system entirely (See knowledge base article [http://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Deactivate_a_User%3F|here] on how to deactivate a user). The reason for this is the user will have their name stamped against history within the system (sales etc) and if their user is removed the history will remain on the system but you would not know how created that history as the username would be blank. By leaving it a while before deletion this makes sure any problems that may occur are rectified before deletion.}}  
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The deletion of a user record can only be performed on a user that has been {{DataValue|Deactivated}}.
  
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== Details ==
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The procedure below, if performed on an active user, will result in them having a 'leaving date' assigned to them and thus making that user 'deactivated'.
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To deactivate a user get into "Reports & Parameters" -> "Maintenance Options" -> "System Administrator" -> "User Maintenance".
 
  
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This defaults to your user account:.
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* Go to {{UserSettings}}.
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*On the {{DataPrompt|User ID}} type in the user code of the user you wish to deactivate or search for their User ID by pressing {{KeyPress|Ctrl+F1}}.
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* Find the user to remove by entering their name and clicking {{Button|Search}}.
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*Press {{KeyPress|F10}} to delete them.
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* Click {{Button|Remove}}.
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*Click {{Button|Yes}} to confirm the change.
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* Click {{Button|Yes}} to confirm the deletion.
  
 
== See also ==
 
== See also ==
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*[[How do I Deactivate a User?]]
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* [[How do I deactivate a user?]]
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*[[How do I set up a New User?]]
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* [[How do I amend an existing user record?]]
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{{KB_Tags|remove, removing, delete, deleting, user, leaver}}
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{{FAQ}}{{How}}{{ZN_Admin}}
  
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{{FAQ}}{{KB_Tags|Remove, Removing, delete, Deleting, User}}
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{{KB_Ref|RP71}}

Latest revision as of 12:20, 28 September 2022

Summary

This article explains how to delete a user from your Platinum system. This should only be used to delete a user record created in error.

We do not recommend deleting user records as they are logged against transactions throughout the system.

More Information

This process should only be used to remove a record created in error. To deactivate a user record for a leaver please see this article.

The deletion of a user record can only be performed on a user that has been 'Deactivated'.

The procedure below, if performed on an active user, will result in them having a 'leaving date' assigned to them and thus making that user 'deactivated'.

  • Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
  • Find the user to remove by entering their name and clicking [Search].
  • Click [Remove].
  • Click [Yes] to confirm the deletion.

See also


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Keywords AND Misspellings
remove, removing, delete, deleting, user, leaver
Tags

RP71

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